DDS: Agent settlement (Agent Tran), Close Party account UI, reports UI, Party-Savings link field
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tarunmalviya
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<!--
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Copyright since 2025 Mifos Initiative
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This Source Code Form is subject to the terms of the Mozilla Public
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License, v. 2.0. If a copy of the MPL was not distributed with this
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file, You can obtain one at http://mozilla.org/MPL/2.0/.
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-->
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<div class="dte-container">
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<div class="dte-header">
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<button mat-stroked-button [routerLink]="['../']" class="dte-back">
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<i class="fas fa-arrow-left"></i> Deposits
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</button>
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<h2 class="dte-header__title">Daily Transaction Detail</h2>
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</div>
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<div class="dte-card">
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<form [formGroup]="entryForm">
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<div class="dte-info-panels">
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<div class="dte-info-panel">
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<div class="dte-info-panel__title">Agent Information</div>
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<dl>
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<dt>Name</dt>
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<dd>{{ agentInfo.name || '—' }}</dd>
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<dt>Address</dt>
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<dd>{{ agentInfo.address || '—' }}</dd>
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<dt>City</dt>
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<dd>{{ agentInfo.city || '—' }}</dd>
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<dt>A/C</dt>
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<dd>{{ agentInfo.accountNo || '—' }}</dd>
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<dt>Guarantor</dt>
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<dd>{{ agentInfo.guarantor1 || '—' }}</dd>
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<dt>Guarantor</dt>
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<dd>{{ agentInfo.guarantor2 || '—' }}</dd>
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<dt>Curr Bal</dt>
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<dd>{{ agentInfo.currentBalance | number: '1.2-2' }}</dd>
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</dl>
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</div>
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<div class="dte-info-panel">
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<div class="dte-info-panel__title">Party Information</div>
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<p class="dte-info-panel__hint">Populated once a party is selected in a collection row below.</p>
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</div>
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</div>
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<div class="dte-controls">
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Agent</mat-label>
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<input matInput required formControlName="agentId" />
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</mat-form-field>
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<button mat-stroked-button type="button" (click)="loadAgent()"><i class="fas fa-search"></i> Load</button>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Date</mat-label>
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<input matInput required [matDatepicker]="txnDatePicker" formControlName="transactionDate" />
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<mat-datepicker-toggle matIconSuffix [for]="txnDatePicker"></mat-datepicker-toggle>
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<mat-datepicker #txnDatePicker></mat-datepicker>
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Tran. Type</mat-label>
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<mat-select required formControlName="transactionType">
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@for (type of transactionTypes; track type) {
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<mat-option [value]="type">{{ type }}</mat-option>
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}
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</mat-select>
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</mat-form-field>
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</div>
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@if (isPartyTran) {
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<div class="dte-section">
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<div class="dte-section__header">
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<i class="fas fa-list"></i>
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<h3>Today's Collections</h3>
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<button mat-stroked-button type="button" class="dte-add-row" (click)="addCollectionRow()">
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<i class="fas fa-plus"></i> Add Row
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</button>
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</div>
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@if (collections.length === 0) {
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<p class="dte-empty">No collection rows added yet.</p>
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}
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@for (row of collections.controls; track row; let i = $index) {
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<div class="dte-collection-row" [formGroup]="$any(row)">
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Party Code</mat-label>
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<input matInput required formControlName="partyCode" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>TRTP</mat-label>
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<mat-select required formControlName="transactionMode">
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@for (mode of transactionModes; track mode) {
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<mat-option [value]="mode">{{ mode }}</mat-option>
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}
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</mat-select>
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>AC Type</mat-label>
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<input matInput formControlName="accountType" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>A/C No.</mat-label>
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<input matInput required formControlName="accountNo" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Amount</mat-label>
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<input matInput required type="number" formControlName="amount" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Cheque No</mat-label>
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<input matInput formControlName="chequeNo" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Token No</mat-label>
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<input matInput formControlName="tokenNo" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field dte-field--wide">
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<mat-label>Description</mat-label>
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<input matInput formControlName="description" />
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</mat-form-field>
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<button
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mat-icon-button
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type="button"
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class="dte-remove-row"
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(click)="removeCollectionRow(i)"
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matTooltip="Remove row"
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>
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<i class="fas fa-trash"></i>
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</button>
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</div>
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}
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</div>
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}
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@if (isAgentTran) {
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<div class="dte-section">
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<div class="dte-section__header">
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<i class="fas fa-hand-holding-usd"></i>
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<h3>Agent Settlement</h3>
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</div>
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<p class="dte-info-panel__hint">
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Cash the agent hands over to the branch, deducted from the agent's collected balance shown above.
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</p>
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<div class="dte-grid">
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Amount</mat-label>
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<input matInput required type="number" formControlName="settlementAmount" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>TRTP</mat-label>
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<mat-select required formControlName="settlementMode">
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@for (mode of transactionModes; track mode) {
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<mat-option [value]="mode">{{ mode }}</mat-option>
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}
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</mat-select>
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>AC Type</mat-label>
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<input matInput formControlName="settlementAccountType" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>A/C No.</mat-label>
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<input matInput formControlName="settlementAccountNo" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field dte-field--wide">
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<mat-label>Description</mat-label>
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<input matInput formControlName="settlementDescription" />
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</mat-form-field>
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</div>
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</div>
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}
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@if (isWithdrawDeposite) {
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<div class="dte-section">
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<div class="dte-section__header">
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<i class="fas fa-exchange-alt"></i>
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<h3>Withdraw Deposite</h3>
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</div>
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<div class="dte-grid">
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Creditor Party Code</mat-label>
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<input matInput formControlName="creditorPartyCode" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Creditor Party Name</mat-label>
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<input matInput formControlName="creditorPartyName" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Creditor Curr Bal</mat-label>
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<input matInput formControlName="creditorPartyBalance" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Debit Party Code</mat-label>
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<input matInput formControlName="debitPartyCode" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Debit Party Name</mat-label>
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<input matInput formControlName="debitPartyName" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Debit Curr Bal</mat-label>
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<input matInput formControlName="debitPartyBalance" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Amount</mat-label>
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<input matInput type="number" formControlName="withdrawAmount" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field dte-field--wide">
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<mat-label>Description</mat-label>
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<input matInput formControlName="withdrawDescription" />
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</mat-form-field>
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</div>
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</div>
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}
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@if (!isPartyTran && !isWithdrawDeposite && !isAgentTran) {
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<div class="dte-section">
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<p class="dte-empty">
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"{{ entryForm.get('transactionType').value }}" entry screen — same shape as Party Tran, to be filled in once
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the backend distinguishes these transaction types.
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</p>
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</div>
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}
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<div class="dte-action-bar">
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<button mat-raised-button type="button" (click)="exit()">Exit</button>
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<button mat-stroked-button type="button" (click)="cancel()">Cancel</button>
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<button mat-stroked-button type="button" (click)="retrieve()">Retrieve</button>
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<button mat-stroked-button type="button" (click)="viewLedger()">View Ledger</button>
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<button mat-stroked-button type="button" (click)="signature()">Signature</button>
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<button mat-raised-button color="primary" type="button" [disabled]="entryForm.invalid" (click)="save()">
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Save
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</button>
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</div>
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</form>
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</div>
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</div>
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